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Apple
AAPL

Overview Fund Activity

2,522 hedge funds and large institutions have $480B invested in Apple in 2017 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 900 increasing their positions, 1,322 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,522
Holders Change
+3
Holders Change %
+0.12%
% of All Funds
62.97%
Holding in Top 10
1,240
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+0.4%
% of All Funds
30.96%
New
93
Increased
900
Reduced
1,322
Closed
65
Calls
$15.6B
Puts
$18.1B
Net Calls
-$2.48B
Net Calls Change
-$1.04B

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.3B
2
Coatue Management
Coatue Management
New York
+$656M
3
NEAM
New England Asset Management
Connecticut
+$654M
4
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$601M
5
UFM
Ursa Fund Management
California
+$513M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$2.95B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.8B
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.11B
4
State Street
State Street
Massachusetts
-$912M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$456M
Name Holding Trade Value Shares
Change 		Shares
Change %
LNC
1051
Lincoln National Corp
Pennsylvania
$10.5M +$776K +20,140 +8%
NG
1052
NatWest Group
United Kingdom
$10.4M -$3.29M -85,484 -24%
FHC
1053
First Heartland Consultants
Missouri
$10.4M +$20K +520 +0.2%
BFIM
1054
Beese Fulmer Investment Management
Ohio
$10.4M +$151K +3,920 +1%
SWA
1055
SFMG Wealth Advisors
Texas
$10.3M +$143K +3,724 +1%
VAS
1056
Valicenti Advisory Services
New York
$10.3M -$1.03M -26,812 -9%
WCM
1057
Weik Capital Management
Pennsylvania
$10.3M -$154K -400 -1%
DLA
1058
Douglas Lane & Associates
New York
$10.3M -$128K -3,328 -1%
OIA
1059
Optimum Investment Advisors
Illinois
$10.3M -$95.4K -2,476 -0.9%
SFM
1060
Signet Financial Management
New Jersey
$10.3M +$424K +11,000 +4%
B
1061
Brightworth
Georgia
$10.3M +$9.72M +252,280 +1,769%
APP
1062
Avantax Planning Partners
Iowa
$10.3M +$449K +11,664 +5%
GI
1063
GAMCO Investors
Connecticut
$10.3M -$243K -6,312 -2%
SCM
1064
Sterneck Capital Management
Missouri
$10.3M -$98K -2,544 -0.9%
GC
1065
Grace Capital
Massachusetts
$10.3M +$1.62M +42,072 +19%
BFEC
1066
Benjamin F. Edwards & Company
Missouri
$10.2M -$927K -24,056 -8%
ACM
1067
Academy Capital Management
Texas
$10.2M -$79.1K -2,052 -0.8%
NL
1068
NWAM LLC
Washington
$10.2M +$485K +12,600 +5%
LCP
1069
Legacy Capital Partners
Wisconsin
$10.2M -$106K -2,760 -1%
DHFB
1070
Dixon Hubard Feinour & Brown
Virginia
$10.2M -$256K -6,636 -2%
WG
1071
Winton Group
United Kingdom
$10.1M -$23.8M -616,496 -70%
BC
1072
Blackhill Capital
New Jersey
$10.1M – – –
MHS
1073
M Holdings Securities
Oregon
$10.1M -$80.4K -2,088 -0.8%
CCM
1074
Crossvault Capital Management
Texas
$10.1M +$46.2K +1,200 +0.5%
NCM
1075
Narwhal Capital Management
Georgia
$10.1M -$60.9K -1,580 -0.6%
41 42
43
44 45